A fresher look for BAT
Marcelo Bracho
A fresher look for BAT: updates are on the way 28/08/2026 We’re working on a series of improvements across BAT to give the platform a
A fresher look for BAT: updates are on the way 28/08/2026 We’re working on a series of improvements across BAT to give the platform a
How IFA Firms Can Scale Without Losing Compliance Control Growth, systems and compliance control How IFA Firms Can Scale Without Losing Compliance Control Retail financial
Financial advice administration & compliance How to Reduce Admin in Financial Advice Firms How one system for three advisers could save a business £50k by
How Compliance Managers Can Reduce Manual File Review Work | BAT Software AI file checking and compliance management How Compliance Managers Can Reduce Manual File
Implementing an AI Compliance Framework After the Mills Review | BAT Software AI governance, FCA compliance and operational resilience Practical Guide: Implementing an AI Compliance
New Reporting Feature: Provider breakdown 08/07/2026 BAT Software’s reporting feature has been improved with a provider breakdown table. Firm managers can now see data on
System Optimisations – Business Book 06/07/2026 Our internal data management system is being under review to make the system faster. The enhancements have already been
How Can Advice Firms Evidence Consumer Duty Outcomes FCA compliance and Consumer Duty How can Advice Firms Evidence Consumer Duty Outcomes FCA Consumer Duty Reporting
FCA compliance and advice file checking FCA File Checking: What Should Be Reviewed in an Advice File? FCA Consumer Duty Suitability AI file checking In
Vulnerable Client Updates 18/06/2026 Our internal Vulnerable Client tool has been updated and will now reflect a better understanding of client’s vulnerability over time. What
